Implementing Email Accounts

To get started with email, you can implement the CSM default email system by completing a worksheet, configuring test and production accounts, and configuring a global test email account.

To implement the default e-mail system:

1. Complete the e-mail worksheet.
2. Configure test and production accounts.
3. Configure a CSM global e-mail account for testing.
   This is the test account monitored by the OOTB E-mail and Event Monitor.
   1. Define account settings. Account options include:
      • POP or IMAP.
      • Microsoft Exchange.
   2. Define default From Address for the Global account.
   3. Define default e-mail history attachment options.
4. Configure a CSM global e-mail accounts.
   This account is monitored by the OOTB E-mail and Event Monitor during production.
   1. Define account settings. Account options include:
      • POP or IMAP.
      • Microsoft Exchange.
   2. Define default From Address for the Global account.
   3. Define default e-mail history attachment options.

      Tip: Alternatively, configure these settings using the Getting Started Page in CSM Administrator (Help>Go to Getting Started Page).

5. Implement E-mail notifications.
6. Configure the production e-mail account.